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Kameron Jones

Managing Director, Enterprise Growth at Wealthspire Retirement

Investment adviser registrationAliso Viejo, CASEC record checked 17 October 2026

12
Years in the industry
12
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Kameron Jones is Senior Vice President - Wealthspire Retirement of Wealthspire Retirement, LLC, a Aliso Viejo investment adviser managing $38.6B. Kameron Jones has been registered through Wealthspire Retirement since 6 January 2014, has 12 years in the industry across 2 firms and has passed the Series 65, Series 7, SIE and Series 63.

Role at Wealthspire Retirement

Title on Schedule A
Senior Vice President - Wealthspire Retirement
Title the firm uses
Managing Director, Enterprise Growth
Control
Kameron Jones is a control person of Wealthspire Retirement.
Ownership
An individual ownership band is not available in the source record.
Tenure
Kameron Jones has held the filed role since October 2025.

The firm

Wealthspire Retirement, LLC
Aliso Viejo, CA

Form ADV filed 31 March 2026

$38.6B AUM7,532 clients139 advisers23 offices

Career on record

Kameron Jones has been registered through Wealthspire Retirement since January 2014.

Firms and exams, newest first
  1. Wealthspire Institutional, LLCCurrent
    – present · under a year
    Aliso Viejo, CA · Adviser representative · Firm CRD 106720
  2. Passed SIE and Series 63 · 2026
  3. Passed Series 65 and Series 7 · 2014
  4. Wealthspire Retirement AdvisoryCurrent
    – present · 13 years
    Aliso Viejo, CA · Adviser representative · Firm CRD 121254

Registrations and exams

Kameron Jones has a current investment-adviser registration in California and has passed 4 qualifying exams.

California6 January 2014
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6310 April 2026
Name
Uniform Securities Agent State Law Examination
Series 656 January 2014
Name
Uniform Investment Adviser Law Examination
SIE13 March 2026
Name
Securities Industry Essentials Examination
Series 76 June 2014
Name
General Securities Representative Examination

Individual record

Full name
Kameron Alexander Jones
CRD
6258763
Firm
Wealthspire Retirement, LLC
Registration status
Investment adviser registration
Office
120 VANTIS, SUITE 400, Aliso Viejo, CA 92656
Firm bio
wealthspire.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Kameron Jones leads client acquisition and retention initiatives at Wealthspire and advises institutional clients. He previously served as national growth leader for NFP Retirement. Wealthspire, team biography

Education

Credentials and memberships

Common questions

Where does Kameron Jones work?

Kameron Jones has been Senior Vice President - Wealthspire Retirement of Wealthspire Retirement, LLC since October 2025, and is a control person of the firm. On its own site, Wealthspire Retirement gives Kameron Jones’ title as Managing Director, Enterprise Growth.

Source: Form ADV, Schedule A, filed 31 March 2026; Wealthspire Retirement website

Is Kameron Jones a financial advisor?

Yes. Kameron Jones has a current investment-adviser registration in California, through Wealthspire Retirement since January 2014, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Kameron Jones have?

Kameron Jones has worked in the financial industry for 12 years as of 17 October 2026, counted from 5 January 2014, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Kameron Jones passed?

Kameron Jones has passed 4 licensing exams: the Series 65, Series 7, SIE and Series 63. The earliest, the Series 65, was passed in January 2014.

Source: IAPD individual record, checked 17 October 2026

Where is Kameron Jones based?

Kameron Jones’ registered office is in Aliso Viejo, CA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Wealthspire Retirement

Sources

  1. IAPD individual record, CRD 6258763. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Wealthspire Retirement, LLC, filed 31 March 2026. Title, control and ownership bands.
  3. Wealthspire Retirement team page. Biography, education, credentials, awards and portrait.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Kameron Jones or Wealthspire Retirement, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.

The portrait is reproduced from the firm’s website for identification.